PlanWell PDS Admin Training Part 2 Setting up a New Customer and Managing Existing Customers Preparation • • • • Name of primary contact Names of all additional employees List of.
Download ReportTranscript PlanWell PDS Admin Training Part 2 Setting up a New Customer and Managing Existing Customers Preparation • • • • Name of primary contact Names of all additional employees List of.
Slide 1
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 2
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 3
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 4
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 5
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 6
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 7
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 8
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 9
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 10
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 11
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 12
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 13
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 2
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 3
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 4
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 5
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 6
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 7
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 8
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 9
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 10
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 11
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 12
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!
Slide 13
PlanWell PDS Admin Training
Part 2
Setting up a New Customer and
Managing Existing Customers
Preparation
•
•
•
•
Name of primary contact
Names of all additional employees
List of Sub-Contractor Types
List of Sub-Contractors
Adding General Contractors
Managing General Contractors
Add GC Logins
Manage GC Logins
Importing Sub-Contractor Types
Maintaining Sub-Contractor Types
Exporting Sub-Contractor Types
Importing Sub-Contractors
Exporting Sub-Contractors
Deleting Sub-Contractors
Congratulations!